EW
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Elyxium Wealth’s UnitedHealth UNH Stock Holding History

Elyxium Wealth’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
2,644
+1,398
+112% +$518K 0.12% 120
2026
Q1 		$337K Sell
1,246
-340
-21% -$101K 0.11% 120
2025
Q4 		$523K Sell
1,586
-132
-8% -$44.7K 0.15% 104
2025
Q3 		$593K Sell
1,718
-363
-17% -$110K 0.21% 86
2025
Q2 		$649K Buy
2,081
+262
+14% +$100K 0.24% 77
2025
Q1 		$953K Buy
1,819
+1,278
+236% +$653K 0.42% 48
2024
Q4 		$274K Sell
541
-1,196
-69% -$680K 0.17% 74
2024
Q3 		$1.02M Buy
+1,737
New +$982K 0.56% 39

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elyxium Wealth's UNH Position: Q2 2026 in Review

Elyxium Wealth increased its UnitedHealth (UNH) stake by 112% in Q2 2026, buying an estimated $518K and bringing the position to 2,644 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #120.

Elyxium Wealth first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Elyxium Wealth held 2,644 shares of UnitedHealth worth $1.1M as of Q2 2026.
  • Elyxium Wealth bought 1,398 UnitedHealth shares in Q2 2026, an estimated $518K.
  • UnitedHealth made up 0.12% of Elyxium Wealth's portfolio in Q2 2026, its #120 holding.
  • Elyxium Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.